Gateway Wealth Partners’s First Trust Utilities AlphaDEX Fund FXU Stock Holding History

Gateway Wealth Partners’s Portfolio FXU Stock Details FXU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Buy	33,171 +3,067	+10%	+$150K	0.1%	219
2026 Q1	$1.49M	Buy	30,104 +25,536	+559%	+$1.23M	0.06%	306
2025 Q4	$206K	Sell	4,568 -668	-13%	-$30.8K	0.02%	445
2025 Q3	$238K	Sell	5,236 -181	-3%	-$7.97K	0.03%	367
2025 Q2	$230K	Buy	+5,417	New	+$225K	0.04%	321
2025 Q1	–	Sell	-5,935	Closed	-$225K	–	320
2024 Q4	$225K	Buy	+5,935	New	+$230K	0.06%	269

Other funds holding FXU

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CPA

Capital Performance Advisors Walnut Creek, California $1.55B AUM 24.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Gateway Wealth Partners's FXU Position: Q2 2026 in Review

Gateway Wealth Partners increased its First Trust Utilities AlphaDEX Fund (FXU) stake by 10% in Q2 2026, buying an estimated $150K and bringing the position to 33,171 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #219.

Gateway Wealth Partners first reported a position in FXU in Q4 2024 and has held it in 6 quarters since. 197 funds tracked by Wall St. Rank hold FXU as of Q2 2026.

Gateway Wealth Partners held 33,171 shares of First Trust Utilities AlphaDEX Fund worth $1.64M as of Q2 2026.
Gateway Wealth Partners bought 3,067 First Trust Utilities AlphaDEX Fund shares in Q2 2026, an estimated $150K.
First Trust Utilities AlphaDEX Fund made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #219 holding.
Gateway Wealth Partners first reported a position in First Trust Utilities AlphaDEX Fund in Q4 2024 and has held it in 6 quarters since.
197 funds tracked by Wall St. Rank held First Trust Utilities AlphaDEX Fund as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.